How to Find the Tool to Links Deposits to Payments to Clear Out the Undeposited Funds Account in QuickBooks
Undeposited Funds account
If a deposit is created manually, rather than by selecting payments in the Payments to Deposit window, the amount of the payment can stay in the Undeposited Funds account indefinitely. This tool allows you to link deposits to payments to clear out the Undeposited Funds account.
Here is a list of all the Client Data Review features available for the external accountant user:
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.